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T. Rowe Price Large-Cap Growth Fund Investor Class...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

Issuer

T. Rowe Price

Inception Date

May 1, 2020

Min. Investment

$2,500

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

TRGOX features an expense ratio of 0.70%, falling within the medium range.


Expense ratio chart for TRGOX: current value at 0.70% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.70%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
TRGOX vs. VTI TRGOX vs. TRLGX TRGOX vs. TGRW TRGOX vs. PIOTX TRGOX vs. VFIAX TRGOX vs. FSPGX TRGOX vs. MEIKX TRGOX vs. PRWCX TRGOX vs. SWPPX TRGOX vs. FSKAX
Popular comparisons:
TRGOX vs. VTI TRGOX vs. TRLGX TRGOX vs. TGRW TRGOX vs. PIOTX TRGOX vs. VFIAX TRGOX vs. FSPGX TRGOX vs. MEIKX TRGOX vs. PRWCX TRGOX vs. SWPPX TRGOX vs. FSKAX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in T. Rowe Price Large-Cap Growth Fund Investor Class, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
5.29%
9.31%
TRGOX (T. Rowe Price Large-Cap Growth Fund Investor Class)
Benchmark (^GSPC)

Returns By Period

T. Rowe Price Large-Cap Growth Fund Investor Class had a return of 4.11% year-to-date (YTD) and 20.66% in the last 12 months.


TRGOX

YTD

4.11%

1M

3.10%

6M

5.29%

1Y

20.66%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of TRGOX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.69%4.11%
20243.86%6.39%2.19%-4.23%5.49%6.39%-1.38%2.28%1.68%-0.02%6.51%-5.81%24.85%
20238.23%-1.98%7.57%2.77%4.99%5.97%3.39%-0.24%-5.01%0.20%9.57%1.91%43.05%
2022-10.56%-4.00%1.00%-14.01%-2.85%-7.78%12.06%-4.80%-8.99%4.99%3.12%-11.20%-37.64%
20210.90%2.51%0.17%7.18%-1.57%6.64%2.31%2.36%-5.03%5.63%-0.69%-1.22%20.10%
20209.05%4.10%7.13%9.14%-4.73%-1.77%10.23%3.98%42.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of TRGOX is 62, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of TRGOX is 6262
Overall Rank
The Sharpe Ratio Rank of TRGOX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of TRGOX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of TRGOX is 5757
Omega Ratio Rank
The Calmar Ratio Rank of TRGOX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of TRGOX is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for TRGOX, currently valued at 1.12, compared to the broader market-1.000.001.002.003.004.001.121.74
The chart of Sortino ratio for TRGOX, currently valued at 1.56, compared to the broader market0.002.004.006.008.0010.0012.001.562.35
The chart of Omega ratio for TRGOX, currently valued at 1.21, compared to the broader market1.002.003.004.001.211.32
The chart of Calmar ratio for TRGOX, currently valued at 1.49, compared to the broader market0.005.0010.0015.0020.001.492.61
The chart of Martin ratio for TRGOX, currently valued at 4.89, compared to the broader market0.0020.0040.0060.0080.004.8910.66
TRGOX
^GSPC

The current T. Rowe Price Large-Cap Growth Fund Investor Class Sharpe ratio is 1.12. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of T. Rowe Price Large-Cap Growth Fund Investor Class with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.12
1.74
TRGOX (T. Rowe Price Large-Cap Growth Fund Investor Class)
Benchmark (^GSPC)

Dividends

Dividend History


T. Rowe Price Large-Cap Growth Fund Investor Class doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-4.89%
0
TRGOX (T. Rowe Price Large-Cap Growth Fund Investor Class)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the T. Rowe Price Large-Cap Growth Fund Investor Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the T. Rowe Price Large-Cap Growth Fund Investor Class was 44.00%, occurring on Jan 5, 2023. Recovery took 370 trading sessions.

The current T. Rowe Price Large-Cap Growth Fund Investor Class drawdown is 4.89%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44%Nov 17, 2021285Jan 5, 2023370Jun 27, 2024655
-11.57%Sep 3, 202014Sep 23, 202046Nov 27, 202060
-11.09%Jul 11, 202418Aug 5, 202446Oct 9, 202464
-9.74%Dec 12, 202421Jan 14, 2025
-7.89%Feb 16, 202115Mar 8, 202122Apr 8, 202137

Volatility

Volatility Chart

The current T. Rowe Price Large-Cap Growth Fund Investor Class volatility is 4.13%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
4.13%
3.07%
TRGOX (T. Rowe Price Large-Cap Growth Fund Investor Class)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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